+319.1%
DELL vs XLV
+27.5%
+291.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.3% |
| 7D | +14.9% | +0.2% | +14.7% | +14.9% |
| 30D | +13.3% | +4.4% | +8.8% | +14.2% |
| 3M | +24.4% | +13.2% | +11.2% | +22.8% |
| 6M | +258.0% | +10.1% | +247.9% | +265.1% |
| YTD | +320.2% | +11.7% | +308.5% | +326.1% |
| 1Y | +319.1% | +26.9% | +292.1% | +280.7% |
| All | +319.1% | +27.5% | +291.5% | +280.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded XLV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling